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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIMC
601
Private Harbour Investment Management & Counsel
Ohio
$959K -$12.4K -110 -1%
MAS
602
Meeder Advisory Services
Ohio
$952K -$141K -1,259 -13%
MFWM
603
Motley Fool Wealth Management
Virginia
$952K -$344K -3,060 -27%
CFO
604
Callan Family Office
Pennsylvania
$937K -$55.4K -493 -6%
FCM
605
Fourpath Capital Management
Oklahoma
$937K +$445K +3,958 +96%
LP
606
LMR Partners
United Kingdom
$931K +$329K +2,928 +57%
FUBT
607
First United Bank & Trust
Maryland
$931K +$38.2K +340 +4%
LNWTC
608
Laird Norton Wetherby Trust Company
Washington
$926K -$5.73K -51 -0.6%
GT
609
Greenleaf Trust
Michigan
$926K +$72.6K +646 +9%
AS
610
Altshuler Shaham
Israel
$921K +$108K +960 +14%
AAP
611
Aristotle Atlantic Partners
Florida
$919K – – –
ETC
612
Exchange Traded Concepts
Oklahoma
$916K -$35.8K -319 -4%
WAS
613
Winch Advisory Services
Wisconsin
$902K +$5.06K +45 +0.6%
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$900K -$26K -231 -3%
RWM
615
Revisor Wealth Management
Ohio
$896K +$7.53K +67 +0.9%
TSWM
616
Triangle Securities Wealth Management
North Carolina
$895K -$112 -1 -0%
DDC
617
DF Dent & Co
Maryland
$895K – – –
APP
618
Avantax Planning Partners
Iowa
$885K +$3.15K +28 +0.4%
TPBG
619
Turning Point Benefit Group
Maryland
$885K -$7.64K -68 -0.9%
CA
620
Clearstead Advisors
Ohio
$881K -$113K -1,007 -12%
BMC
621
Beaton Management Company
Massachusetts
$878K – – –
CSIC
622
Clifford Swan Investment Counsel
California
$875K – – –
HBT
623
Heartland Bank & Trust
Illinois
$871K +$280K +2,488 +49%
OWP
624
Obermeyer Wealth Partners
Colorado
$869K -$75.8K -675 -8%
RBC
625
Romano Brothers & Co
Illinois
$868K -$5.62K -50 -0.7%
23 24
25
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